A buyer portal that answers questions before buyers call.
Buyers sign in to see their own bookings and what they owe — along with payments, demand letters, construction status, customisations, documents and support.
- Lifecycle stage
- 02Customer & booking
- 08Management reports
- Used by
- Customer / Buyer, CRM Executive and Support Agent
Interactive illustration with sample data. Try the controls.
What’s in Customer Portal
Buyer dashboard
The first screen shows every booking the buyer holds and the total amount pending.
- All bookings for the buyer
- Total pending amount
Six views per booking
Each booking opens into the same six areas.
- Overview
- Payments
- Demand Letters
- Construction Status
- Customisations
- Documents
Support
Buyers raise a ticket and see staff replies in a conversation thread.
- Support tickets
- Staff replies in thread
What each buyer can see
A buyer sees only their own information. Documents marked internal-only never appear in the portal.
- Buyer data isolation
- Only customer-visible documents are shown
Rules built into Customer Portal.
Buyers see only their own bookings
Internal-only documents are never shown
Questions about Customer Portal
See Customer Portal with your own project.
Walk through Proprite using the workflows your team already manages — your towers, your payment plans, your approval chain.